Virtual Financial Planner - Remote Counseling & Planning

Teachers Insurance and Annuity Association of America; Charlotte (NC); Hybrid; USD 71,000 - 103,000; Full time

Job summary

The Virtual Financial Consultant at TIAA provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their representatives on the full spectrum of TIAA products and services. You will deliver financial planning guidance via in person, phone and video chat to help clients achieve their immediate and long-term goals with comprehensive training during the initial period.

This hybrid role requires at least three days in the office weekly, licenses must be obtained

Qualifications

• University degree preferred.
• 3+ years of financial planning experience; 5+ years preferred.
• Licenses required: Series 7 and Series 63; Life and Health Insurance License (Resident State).

Responsibilities

• Counsels participants on pension plans, tax deferred annuities and other available investment options.
• Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others).
• Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
• Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' needs and objectives.
• Communicates internally with cross-business partnerships to support products and initiatives.
• Develops and maintains strong relationships with Institutional Plan Sponsors.

Skills

Financial counseling

Customer service

Financial planning

Investment knowledge

Communication

Relationship management

Education

University degree preferred

Tools

CRM software

Job description

The Virtual Financial Consultant at TIAA provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their representatives on the full spectrum of TIAA products and services. You will deliver financial planning guidance via in person, phone and video chat to help clients achieve their immediate and long-term goals with comprehensive training during the initial period.

This hybrid role requires at least three days in the office weekly, licenses must be obtained